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PRU vs. MFC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


PRUMFC
YTD Return9.59%6.65%
1Y Return41.89%25.50%
3Y Return (Ann)8.94%7.72%
5Y Return (Ann)7.03%10.14%
10Y Return (Ann)7.55%6.47%
Sharpe Ratio1.811.16
Daily Std Dev20.57%20.91%
Max Drawdown-88.53%-83.73%
Current Drawdown-4.34%-5.68%

Fundamentals


PRUMFC
Market Cap$39.71B$42.40B
EPS$6.74$1.90
PE Ratio16.3912.35
PEG Ratio0.431.03
Revenue (TTM)$53.98B$27.25B
Gross Profit (TTM)$9.95B$17.65B
EBITDA (TTM)$3.28B$8.36B

Correlation

-0.50.00.51.00.6

The correlation between PRU and MFC is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

PRU vs. MFC - Performance Comparison

In the year-to-date period, PRU achieves a 9.59% return, which is significantly higher than MFC's 6.65% return. Over the past 10 years, PRU has outperformed MFC with an annualized return of 7.55%, while MFC has yielded a comparatively lower 6.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%700.00%December2024FebruaryMarchAprilMay
633.93%
309.89%
PRU
MFC

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Prudential Financial, Inc.

Manulife Financial Corporation

Risk-Adjusted Performance

PRU vs. MFC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) and Manulife Financial Corporation (MFC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PRU
Sharpe ratio
The chart of Sharpe ratio for PRU, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.004.001.81
Sortino ratio
The chart of Sortino ratio for PRU, currently valued at 2.54, compared to the broader market-4.00-2.000.002.004.006.002.54
Omega ratio
The chart of Omega ratio for PRU, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for PRU, currently valued at 1.15, compared to the broader market0.002.004.006.001.15
Martin ratio
The chart of Martin ratio for PRU, currently valued at 10.37, compared to the broader market-10.000.0010.0020.0030.0010.37
MFC
Sharpe ratio
The chart of Sharpe ratio for MFC, currently valued at 1.16, compared to the broader market-2.00-1.000.001.002.003.004.001.16
Sortino ratio
The chart of Sortino ratio for MFC, currently valued at 1.90, compared to the broader market-4.00-2.000.002.004.006.001.90
Omega ratio
The chart of Omega ratio for MFC, currently valued at 1.22, compared to the broader market0.501.001.501.22
Calmar ratio
The chart of Calmar ratio for MFC, currently valued at 0.79, compared to the broader market0.002.004.006.000.79
Martin ratio
The chart of Martin ratio for MFC, currently valued at 4.93, compared to the broader market-10.000.0010.0020.0030.004.93

PRU vs. MFC - Sharpe Ratio Comparison

The current PRU Sharpe Ratio is 1.81, which is higher than the MFC Sharpe Ratio of 1.16. The chart below compares the 12-month rolling Sharpe Ratio of PRU and MFC.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.81
1.16
PRU
MFC

Dividends

PRU vs. MFC - Dividend Comparison

PRU's dividend yield for the trailing twelve months is around 4.50%, less than MFC's 5.12% yield.


TTM20232022202120202019201820172016201520142013
PRU
Prudential Financial, Inc.
4.50%4.82%4.83%4.25%5.64%4.27%4.41%2.61%2.69%3.00%2.40%1.88%
MFC
Manulife Financial Corporation
5.12%4.87%5.68%4.90%6.26%3.71%4.97%3.01%3.13%3.48%2.71%2.57%

Drawdowns

PRU vs. MFC - Drawdown Comparison

The maximum PRU drawdown since its inception was -88.53%, which is greater than MFC's maximum drawdown of -83.73%. Use the drawdown chart below to compare losses from any high point for PRU and MFC. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-4.34%
-5.68%
PRU
MFC

Volatility

PRU vs. MFC - Volatility Comparison

Prudential Financial, Inc. (PRU) and Manulife Financial Corporation (MFC) have volatilities of 4.96% and 4.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
4.96%
4.98%
PRU
MFC

Financials

PRU vs. MFC - Financials Comparison

This section allows you to compare key financial metrics between Prudential Financial, Inc. and Manulife Financial Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items